Katana integration
Katana is a cloud-based manufacturing ERP software for inventory, production, and order management. Use Katana from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 4 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Katana
Create Customer - AndCreate Sales Order
Zoft + Katana
What Zoft can do with Katana.
- 01Voice agentsA phone agent can use Katana actions such as Create Customer and Create Sales Order during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Katana while it talks to the customer.
- 03WorkflowsUse Katana as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Katana actions on its own, and ask for your approval before it sends or changes anything important.
Actions 4
Things Zoft can do in Katana.
- Find CustomerFind a customer by name, email, or phone number.
- Create CustomerCreates a new customer in Katana.
- Custom API CallMake a custom API call to a specific endpoint
- Create Sales OrderCreates a new sales order in Katana.
Setup
Connect Katana in three steps.
- 01ConnectChoose Katana in Connections and paste an API key from your Katana account.
- 02Put it to workAdd Katana as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Katana on Zoft, answered.
What can Zoft do with Katana?
Zoft supports 4 actions for Katana. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Katana to Zoft?
Choose Katana in Connections and paste an API key from your Katana account.
Can a voice agent or chat agent use Katana?
Yes. Once Katana is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Katana without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.